Other · DOL Form 5500 · 2022
Millbrook School Retirement Plan
Data updated 2026-08-11
- $27M
- Total assets
- 131
- Participants
- 82nd
- Percentile by assets
- $209,311
- Avg per participant
Official DOL plan name: Millbrook School Defined Contribution Retirement 403(b) Plan · Sponsored by Millbrook School · New York · Educational Services
$27M in assets, 131 participants
Millbrook School's Millbrook School Defined Contribution Retirement 403(b) Plan reported $27M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 82nd percentile by assets (of 139,126 plans)
- #2,694 in Educational Services (4,024 peers)
Coverage in New York
Millbrook School Defined Contribution Retirement 403(b) Plan covers 131 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $27M.
- $27M
- total plan assets (2022 EOY)
- 131
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $209,311
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Millbrook School Defined Contribution Retirement 403(b) Plan reports 131 participants - about 16% of that state average ($27M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$4M |
| Employer EIN | 141413770 |
| Plan Effective Date | 1946-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Millbrook School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $27M |
| 2023 | 1 | 146 | $32M |
| 2024 | 1 | 146 | $34M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
Millbrook School Defined Contribution Retirement 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Similar-Sized Other Plans Nationally
Other plans in other states closest to Millbrook School Defined Contribution Retirement 403(b) Plan by total assets, not by location.
- Cannon School Retirement Plan (NC) $27M · 316
- Waterford School 403(b) Plan (UT) $27M · 301
- Boston Higashi School Retirement Savings Plan (MA) $27M · 325
- French International School 403(b) Retirement Plan (MD) $27M · 226
Frequently Asked Questions
How did Millbrook School Defined Contribution Retirement 403(b) Plan assets move in 2022? ▼
How have Millbrook School plan assets changed over time? ▼
Where does Millbrook School Defined Contribution Retirement 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Millbrook School Defined Contribution Retirement 403(b) Plan? ▼
Next read for Millbrook School Defined Contribution Re…
Filing takeaways
Ways to act on Millbrook School Defined Contribution Retirement 403(b) Plan's numbers.
- By total assets, Millbrook School Defined Contribution Retirement 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Millbrook School's sponsor-wide assets have grown 22.8% since 2022 across 3 plan years on file. More Educational Services plans